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ClientPoint

Cloud-based document and proposal and tracking software.

Table of Contents

ClientPoint - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Last updated: March 2026

ClientPoint overview

What is ClientPoint?

ClientPoint is a cloud-based document and proposal creation, management and automation solution suitable for mid-sized businesses and enterprises. The solution can be used for almost all industries, especially for sales, business & marketing teams to help generate and store documents, proposals, send them to clients and optimize the proposal and document management lifecycle.

Businesses can create customizable templates and then to use them multiple times for generating similar documents and proposals. The solution also allows sales teams to personalize them according to their client’s specific requirements. ClientPoint seamlessly integrates with Salesforce.com, Microsoft Dynamics, NetSuite CRM etc, for importing client’s details within proposal and maintaining a central client database for all applications.

A One Pass Template brings together form and tree, subforms, snippets and fragments to provide a powerhouse of features for a top document generation engine. Combined with template automation using delete conditions controlling files inclusions and exclusions and you have a One Pass template.

With ClientPoint's tracking & analytics feature, businesses can track the number of attributes after sharing the proposal with their clients such as the number of times a proposal is viewed; length of the time a project is viewed and the time spent on particular pages or section, among others. This gives sufficient insight on the client’s interest and their buying decision. Businesses can track key issues raised by their clients and address pain points effectively to convert a lead into the sale. Businesses can also digitize their proposals by adding multimedia content such as videos, sound clips and interactive images.

The custom price & quote builder allows for the generation of automatic quotes based on the order value provided and the pricing formula set by the business. The e-signature feature allows users to electronically sign their proposals and share them directly with clients.

Starting price

83flat rate /
per month

Alternatives

with better value for money

Pros & Cons

Training and Learning Curve

Customization

Feature Updates

Performance and Speed

Integrations

ClientPoint’s user interface

Ease of use rating:

4.6

(166)

ClientPoint pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from

Overall rating

Reviews sentiment

1-2(1)

3-4(56)

5(109)

What do users say about ClientPoint?

The ability to find solutions for most of our business's challenges and turn them into operational efficiencies.

Select to learn more

Who uses ClientPoint?

Based on 166 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Real Estate

Facilities Services

Computer Hardware

Construction

Others

Use cases

Proposal Management

Contract Management

Sales Enablement

Document Management

Business Management

ClientPoint's key features

Most critical features, based on insights from ClientPoint users:

File sharing

5.0

(1)

Audit trail

4.0

(1)

Document management

4.3

(8)

Access controls/permissions

4.0

(4)

Reminders

1.0

(1)

Multi-Party signing

4.5

(2)

Data security

4.5

(2)

Approval process control

1.0

(1)

All ClientPoint features

Features rating:

4.4

(166)

Access controls/permissions

4.0

(4)

Activity dashboard

3.5

(2)

Activity tracking

(0)

Ad hoc Analysis

(0)

Alerts/Notifications

1.0

(1)

API

1.0

(1)

Appointment scheduling

(0)

Approval process control

1.0

(1)

Archiving & retention

(0)

Asset categorization

(0)

Asset library

(0)

Asset sharing

(0)

Assignment management

(0)

Audio/Video recording

(0)

Audit trail

4.0

(1)

Authentication

(0)

Automatic formatting

(0)

Batch processing

(0)

Bid management

(0)

Business process automation

(0)

Buy side (suppliers)

(0)

Calendar management

(0)

Campaign analytics

(0)

Campaign management

(0)

Chat/Messaging

(0)

Checklists

(0)

Churn management

(0)

Client database

(0)

Client management

(0)

Client portal

(0)

Client tracking

(0)

CMS integration

(0)

Collaboration tools

4.5

(4)

Commenting/Notes

(0)

Communication management

(0)

Completion tracking

4.5

(2)

Contact database

(0)

Contact management

(0)

Content delivery

(0)

Content library

(0)

Content management

4.5

(2)

Content sharing

(0)

Contract drafting

(0)

Contract/License management

(0)

Conversion tracking

(0)

CRM

(0)

CRM integration

5.0

(1)

Customer database

(0)

Customer engagement

(0)

Customer experience management

(0)

Customer portal

(0)

Customizable branding

4.0

(1)

Customizable fields

3.0

(3)

Customizable forms

(0)

Customizable reports

(0)

Customizable templates

4.3

(7)

Dashboard

(0)

Data import/export

4.6

(5)

Data integration

(0)

Data management

(0)

Data security

4.5

(2)

Digital signature

(0)

Discussions/Forums

(0)

Document automation

(0)

Document generation

(0)

Document management

4.3

(8)

Document review

4.3

(7)

Document storage

(0)

Drag & drop

(0)

Electronic forms

(0)

Electronic signature

4.7

(9)

Email management

(0)

Email marketing

(0)

Engagement tracking

(0)

Event triggered actions

(0)

Feedback management

(0)

File conversion

(0)

File management

(0)

File sharing

5.0

(1)

File transfer

(0)

Filtering

(0)

Financial management

(0)

Form builder

(0)

Forms automation

(0)

Forms management

(0)

For sales teams/organizations

(0)

Image library

(0)

Inbox management

(0)

Interaction tracking

(0)

Lead capture

(0)

Lead management

(0)

Live chat

(0)

Meeting management

5.0

(1)

Metadata management

(0)

Mobile access

4.7

(3)

Mobile app

(0)

Mobile signature capture

(0)

Multi-Language

(0)

Multi-Party signing

4.5

(2)

Multiple format support

(0)

Multiple output formats

(0)

Onboarding

(0)

On-Demand communications

(0)

Online payments

(0)

Opportunity management

(0)

Order management

(0)

Payment processing

3.0

(2)

Performance management

(0)

Performance metrics

(0)

Personalization

5.0

(2)

Pipeline management

(0)

Pre-built templates

(0)

Process/Workflow automation

(0)

Project management

(0)

Proposal generation

4.8

(5)

Purchase order management

(0)

Quotes/Estimates

4.8

(4)

Real-Time analytics

(0)

Real-Time data

(0)

Real-Time notifications

(0)

Real-Time reporting

(0)

Real-Time updates

(0)

Reminders

1.0

(1)

Renewal management

(0)

Reporting/Analytics

(0)

Reporting & statistics

4.0

(1)

Requirements management

(0)

RFP creation

(0)

RFP management

(0)

Role-Based permissions

(0)

Sales onboarding & training

(0)

Sales planning

(0)

Scheduling

(0)

Screen sharing

(0)

Search/Filter

(0)

Secure data storage

(0)

Self Service Tools

(0)

Sell side (customers)

(0)

Single sign on

(0)

Specialty contracts

(0)

Status tracking

(0)

Tagging

(0)

Team collaboration

3.0

(1)

Template management

(0)

Templates

4.7

(6)

Third-Party integrations

4.0

(1)

Time & expense tracking

(0)

Trend analysis

(0)

User management

(0)

Version control

2.0

(1)

Video conferencing

(0)

Video management

(0)

Video support

(0)

Visual analytics

(0)

Workflow management

(0)

ClientPoint alternatives

ClientPoint

4.6

(166)

Starting from

Per month

Free trial

Free version

Ease of Use

4.6

Features

4.4

Value for Money

4.4

Customer Support

4.7

Docusign

4.7

(9.3K)

learn more

Starting from

Per month

Free trial

Free version

Ease of Use

4.7

Features

4.7

Value for Money

4.5

Customer Support

4.5

HoneyBook

4.7

(678)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.6

Features

4.6

Value for Money

4.6

Customer Support

4.7

PandaDoc

4.5

(1.2K)

learn more

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.3

Value for Money

4.3

Customer Support

4.3

ClientPoint pricing

Value for money rating:

4.4

Pricing plans

Pricing details:

Free plan

Free trial

Subscription

Free

0.00

Features included:

Custom Profiles
QR Codes
Chat Tools
Group Management
Video Meetings
Calendaring
Document Sharing
90 Days Message History

Sales Accelerator

Per month

Features included:

Generate Proposals
Marketing Management
eSignature
Dashboards and Reports
Video Marketing
Sales Tools
Priority Support
CRM Integration

Enterprise Essentials

333

Per month

Features included:

Document Automation
Customer Portals
Content Library
Live Dashboard
Automated Notifications
Calendar Scheduling
SOC 2 Type 2
GDPR Compliant

Enterprise Solutions

No pricing info

Features included:

Engagement Analytics
Enterprise Integrations
Digital Asset Management
Role Base Access Control
International Language Suport
API
Onboarding and Training
Automation

User opinions about ClientPoint price and value

Value for money rating:

4.4

(166)

To see what individual users think of ClientPoint's price and value, check out the review snippets below.

“The ability to find solutions for most of our business's challenges and turn them into operational efficiencies.”

Patty Y.

COO

“Additionally, the analytics feature has enabled us to measure our performance effectively.”

Bernardett M.

BUSINESS DEVELOPMENT EXECUTIVE

ClientPoint integrations (13)

Integrations rated by users

We looked at 166 user reviews to identify which products are mentioned as ClientPoint integrations and how users feel about them.

Dynamics 365

Integration rating: 4.0 (1)

“This our accounting system where payments are disbursed. Too often, invoices dont carry over from Zip, or data is dropped from critical fields and the data doesnt port over to D365 automatically like we were promised by Zip”

Matt G.

Director

Other top integrations